Conrado - B2B & Lead Appointment Setter with 5+ years of outreach experience

Puerto Vallarta, Jalisco, MexicoRemoteen

Managed inbound and outbound outreach via multiple channels, maintaining organized CRM notes

Scheduled consultations and qualified potential clients, ensuring follow-up and case tracking

Published on CazVidOpen to remote

Summary

Experienced in B2B outreach, lead qualification, and appointment scheduling with a focus on client engagement and team support.

Key Achievements

Trained and mentored new sales representatives, enhancing team capacity and performance

Skills

CRM ManagementAdvanced

Proficient in managing CRM tools like Salesforce, HubSpot, and Zoho to track leads and follow-ups.

Outbound and Inbound OutreachAdvanced

Experienced in executing outreach campaigns via calls, texts, DMs, and emails to generate leads.

Consultation SchedulingAdvanced

Expert in organizing and scheduling client consultations and discovery calls efficiently.

Lead QualificationIntermediate

Skilled in assessing prospect needs, urgency, and fit to optimize appointment quality.

Team Training & Mentoring

Experience

Freelance Appointment Setter / Lead Intake

Independent Contractor

2022 - Present

Handle inbound and outbound outreach through calls, text, DMs, and email., Ask the right questions to understand need, urgency, and fit before booking., Keep CRM notes organized and follow up until the lead is either booked or closed out.

Lead Appointment Setter &amp; Intake Closer

Counsel Now

2017 - 2022

First point of contact for new leads, qualified potential client’s, and scheduled consultations., Ran consultations, logged all notes and follow-ups so cases didn’t fall through the cracks., Helped train and mentor new reps.